Daniel Muggee Email & Phone Number

United States

• Built and presented multiple credit models to board members for inclusion in credit portfolio
• Use qualitative and quantitative methods to determine the optimal bonds to include in the credit portfolio, considering factors such as duration and credit rating of the existing portfolio

Arden Hills, Minnesota, United States

• Developed and proposed new quantitative measures for the forecasting process of an enterprise with $14B in net sales and earnings of $236M by building a collective understanding of the relationship between KPIs and the.
• Based on the analysis, recommended a set of practices to achieve the enterprise-wide goal of improving forecasting accuracy including extending the reach of statistical modeling, investing in additional data, and.
• Furthered several growth initiatives by establishing an additional framework for project managers, which asked critical questions and raised important issues, to ensure the focus was on the long-term benefits and costs.

Grass Valley, California, United States

• Developed novel financial modeling procedure for individual equities, which included discounted cash flow modeling, based on business’ value drivers and size of addressable market to determine eligibility for investment
• Built new metrics-based screening tools (e.g., Return on Equity, Return on Invested Capital, and P/E to Growth ratio) to perform in-depth financial modeling of individual securities
• Oversaw implementation and results of quarterly stress tests for 20+ investment models and led decision-making to diversify portfolios and limit downside risks, enhancing revenue by 10%
• Developed due diligence analysis framework and researched over 100 non-core holdings to assess the outlook and risk of investments; provided recommendations to increase diversification and reallocate assets to new.

San Diego, CA

• Researched and resolved transaction/account discrepancies and exceptions for Allianz Global Investors managed models/accounts; reduced time to complete analysis by 50%
• Prepared and presented new daily report for cost and share discrepancies between two outsourcing service providers to senior leadership to address portfolio accounting issues

San Diego, California, United States

• Aided in creation and enhancement of investment models used in managing 150+ client portfolios valued over $85M by developing five portfolio recommendations bi-weekly to meet client risk and return objectives, leading.
• Led team to design and implement centralized technology systems and reporting process; increased operational efficiency by 7% resulting in asset under management growth of 10%

San Diego, California, United States

• Took responsibility of compliance function, resulting in branches’ findings dropping by 50% over a two-year span
• Managed 20+ client relationships accounting for 10% of our firm’s assets under management; grew assets under management by 5%

San Diego, California, United States

• Partnered to develop customized and multi-faceted financial plans to ensure prospective clients met their overall financial and personal goals; 50% more clients reached their financial goals
• Built training manual for trading system, saving 2 minutes per trade when the main trader was not present

Effectively communicated with other officials and players to help the games be as calm and efficient as possible

Iowa City, Iowa

Served as a point of contact for customers if they had any questions or requests during the food/drink service

• Lead a team to develop an analyst report for XPO Logistics, Inc (XPO), including analysis of the third-party logistics industry, key value drivers for XPO and developing quantitative pricing models including P/E.
• Presented investment recommendations to the Krause Fund Advisory Board based on the fund’s stated objectives

Fairfield, Iowa

• Collaborated with a team of six individuals to audit the efficiency of the Asset Management & Product Services department’s practices for company management by determining the effectiveness of current databases in.
• Developed over 30 guides consolidating information from proprietary databases and analyzing the breadth of asset management services and products offered by third party financial institutions to assist colleagues when.
• Advised leadership on relationship management with third party money managers based on market opportunity and customer demand for the services they provided

• Analyzed and evaluated holdings of 40+ portfolios to support investment decisions
• Utilized the Morningstar Office program and its capabilities to develop proper benchmarks to assist in performing quality analysis

Master Of Business Administration - Mba

Bachelor Of Business Administration (Bba), Finance, General

Activities and Societies: Tippie College of Business Honors Society, University of Iowa Financial Management Association, and University.